On-Line Training – Friday, 11 November 2011
On Friday 11th November we ran our 1st online training session. The session was run four times during the day. We recorded the third session and we are now making it generally available for your use.
- Setting up nominal codes
- Setting up Subscription Departments and how the nominal codes are used
- Setting up a product
- Applying the product to a group of members (member section)
- Looking at the Planned Year subscription yield
- Applying Extra Services and Discounts
- Producing a single Subscription Letter
- Producing Subscription letters in bulk
- Processing individual payments
- Processing payments in bulk
- Understanding the Nominal and Audit reports
- Changing a member section after a payment has been made (Note: This is now a recommended change of procedure and should be followed for 2012)
Click on the button below to view the session on-line. It takes a while to load up, so be patient. You may fast forward using the position arrow at the bottom of the screen.
Click on the button below to download the video. If you want to do this then you should also download the player (you will see it on the download screen).
We really hope that you will find this useful.
The ClubMinder Training and Support Team